Gainsight enables users to simultaneously modify due dates and owners for CTAs and their associated tasks.

Change CTA and Task Due Dates

When you change a CTA’s due date, a message briefly displays with options to update the open tasks’ due dates per the CTA due date.

Tips: If you are unsure whether it makes sense to make this change, or to proceed with business as usual, click No, or just ignore the message. To view the options again, you must change the CTA due date again.

If you select Yes, for all tasks the tasks’ due date is adjusted per the CTA’s due date. In addition, you can undo your changes using the UNDO link that appears briefly in the bottom left corner, immediately after you make the change.

From the task details screen, if you change the due date of a task, you have the option to change the task’s and CTA’s due date. Clicking Yes, for all tasks and CTA will change the due dates for the CTA and any open tasks. Clicking Yes, for all tasks will only change the task due dates.

In addition, you can undo your changes using the UNDO link that appears briefly in the bottom left corner, immediately after you make the change.

Tips: If you are unsure whether it makes sense to make this change, or to proceed with business as usual, click No, or just ignore the message. To view the options again, you must change the task due date again.

Change CTA and Task Ownership

If you change the owner of a CTA, you can now assign all of the associated tasks to the new owner of that CTA, or for all tasks owned by the previous owner.

  • Yes, for all tasks owned by Old CTA owner: If clicked, all tasks assigned to the old owner are assigned to the new owner.
  • Yes, for all tasks: All tasks for that CTA are re-assigned to the new owner.
  • No: No change.

Note: if you change the owner of a task, you won’t see options to change the CTA owner.

Tips: If you are unsure whether it makes sense to make this change, or to proceed with business as usual, click No, or just ignore the message.